Matthew Schuster is a financial advisor at ValMark Advisers, Inc. in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., Centra Financial, and Oppenheimer Funds Distributor, Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Lynne Jones is a financial advisor at Capital Analysts with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Valic Financial Advisors for 22 years before joining Agia, Lincoln Investment, and ultimately Capital Analysts. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team to manage portfolios through discretionary and non-discretionary programs, offering customized solutions and access to third-party managers.

Chelsea Sabo is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Thrivent Advisor Network serves a broad range of clients including individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing a range of investment strategies and access to independent managers and fee-based products.

David Alison is a CFP® with 18 years of experience in the financial services industry, currently serving with Prosperity Capital Advisors. He has worked with firms including Valor Capital Management and operates Alison Wealth Management, where he provides tax planning, tax preparation, and business consulting services. Outside of advisory roles, he is also a licensed insurance agent and is involved in managing real estate investment holding companies. Prosperity Capital Advisors is an SEC-registered firm that offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, employing resources from providers such as BlackRock, Dimensional, and Vanguard, along with third-party sub-advisors.

Robert Kruty is a financial advisor with ValMark Advisers, Inc. in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been associated with ValMark Advisers and related entities since 2003 and has operated Kruty & Associates since 1992. Outside of his advisory work, he serves as a board member of the St. Malachi Center, a nonprofit focused on assisting the poor and children, where he contributes to the finance committee and investment policy guidance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive due diligence.

Gregory Pozar is a financial advisor with StoneX Advisors Inc. who holds 30 years of industry experience. He has been with StoneX Advisors since 2015 and has worked at StoneX Securities Inc. since 2014. Additionally, he operates an insurance agency, Kennard Financial Services, where he sells insurance and annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services. The firm uses a mix of independent advisors and in-house teams, implementing strategies through various portfolios, proprietary models, and third-party managers.

Kristian Jarosz is a financial advisor at Arax Advisory Partners with 23 years of industry experience. Prior to joining Arax in 2026, he worked for Gries Financial LLC for 24 years. He serves as City Council President and Chair of the Executive and Finance Committee for the City of Euclid and is a member of the Euclid Hospital Community Advisory Board. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers financial planning, portfolio management, retirement plan consulting, and advisory services with a combination of internal and third-party management, employing a variety of fee structures including performance-based arrangements for qualified investors.

James Guy Jr. is a financial advisor with Capital Analysts who holds a Series 63 designation and has 21 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is involved in several community activities, including serving as a board member and treasurer of local nonprofits and hosting a podcast focused on the history and businesses of Warren, Ohio. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, and it has affiliations and custodial arrangements that support a range of advisor services.

Valerie Schmitz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., the ON Equity Sales Company, and Ohio National Financial Services. Outside of her advisory work, she is involved in farming and livestock through Kelly Day Farms and owns a holding company for other corporate ventures. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios that combine internal and third-party manager strategies tailored to client objectives and risk tolerance.

Jeffrey Kennard is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He has worked at StoneX Advisors since 2015 and at StoneX Securities since 2014, and he also operates Kennard Financial Services, a tax preparation business. In addition to his advisory role, he is involved in tax preparation and insurance sales through his other business activities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of platforms and model-based solutions and supports multiple account structures through both independent advisors and an in-house Private Client Group.

Benjamin Roy is a financial advisor at Prosperity Capital Advisors with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sigma Financial Corporation and Great Lakes Wealth Management. Roy’s background also includes time at the University of Maine Orono and Advance 1 Clearing. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios and specialized strategies, and it acts as a Fund Strategist on UMA platforms.

Sarah Warnkin is a financial advisor with Prosperity Capital Advisors holding a Series 65 credential and three years of industry experience. She has worked with JL Smith Holistic Wealth Management and JL Smith Group prior to joining Prosperity Capital Advisors. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers a platform that includes alternatives and structured products through third-party providers.

Nicole Brewer is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, CoreCap Investments, Inc., and Foresters Equity Services, Inc. Brewer is also an owner of Brew Crew Enterprises, where she teaches skydiving and performs related activities. Additionally, she serves on the board and as a trustee for the Olmsted Chamber of Commerce. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing discretionary portfolio management, financial planning, and consulting services. The firm constructs portfolios with a range of public and private investments and employs a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Wayne Minich is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 54 years of industry experience. He has worked with ValMark Advisers since 2004 and has longstanding affiliations with Valmark Securities, Minnesota Mutual, Applied Financial Concepts Inc., and his own firm, Wayne D. Minich & Company. Outside of his advisory role, he is involved in the sale of life, long-term care, fixed annuity, and disability insurance through Applied Financial Concepts Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, offering diversified, goal-based model portfolios and supporting its advisors with due diligence, back-office services, and a range of fee-based planning and consulting solutions.

Charles Ehrenfried is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Prosperity Capital Advisors and previously worked at firms including Northwestern Mutual Wealth Management Company and J.W. Cole Financial. Outside of his advisory work, he serves as Secretary for the Eckert Woods Home Owners Association and conducts financial education seminars through the American Financial Education Alliance. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, corporations, trustees, and retirement plans. The firm utilizes model-based, asset-allocation strategies with a range of third-party providers and offers services including Turnkey Asset Manager Programs, sub-advisory, and separately managed accounts.

Cole Condon is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. He has been with ValMark Advisers since 2012 and is president of Cole Condon Financial Group, LLC, a firm involved in fixed annuity sales. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals—including high-net-worth clients—and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of annuity options.

Shaena Yorke is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and bringing 24 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and has served as a trustee for a 401(k) and profit-sharing plan outside of her advisory role. Yorke is also involved in fiduciary activities, including acting as a trustee and personal representative. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers both discretionary and non-discretionary asset management, employing a variety of investment strategies across mutual funds, ETFs, equities, fixed income, options, and alternative vehicles.

Blake Dickens is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and six years of industry experience. He has previously worked at River Financial Group and Westlake Wealth Advisors. Outside of his advisory work, he coaches the forwards of the Hudson High School hockey team. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Mark Weaver is an investment advisor at Signature Equity Partners, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at OSAIC and SII. Weaver serves as a board member of the CIC Condominium #8 Board of Directors and acts as a trustee and financial power of attorney for family trusts and accounts. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-driven portfolio solutions and both discretionary and non-discretionary management approaches.

Clinton Pelfrey is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and 14 years of industry experience. He has been with Prosperity Capital Advisors since 2011, including six years when the firm operated as C2P Capital Advisory Group, LLC. Outside of financial advising, Pelfrey serves as head coach for the Avon High School JV baseball team and is a minority owner and officer of a marine construction company. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with a variety of model providers and sub-advisors, offering access to alternatives and structured products through third-party platforms.